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Portfolio Management

Given the speed at which the global economy can change, today’s investors need direct access to a proactive portfolio management team. At Vaughn Woods Financial Group, we use the Total Quality Management system to maintain each unique client portfolio. Total Quality Management begins with establishing a plan of action for realizing your one-of-a-kind goals. Your plan is implemented and constantly monitored for performance relative to risk-appropriate benchmark indices. Based on the performance of your portfolio, we adjust your plan of action to be best positioned for the ever-changing economy. What’s more, you always have direct access to your portfolio manager.
Total Quality Management differs from the buy-and-hold technique in that we actually monitor and manage money on a moment-to-moment basis. So, while financial reps who use buy-and-hold are out looking for new clients, we are constantly monitoring your investments, ready to adjust our strategy at a moment’s notice. At the core of Total Quality Management is our proprietary asset allocation software which analyzes every portfolio against one of five risk/return allocations:
  • Conservative
  • Moderate-Conservative
  • Moderate
  • Moderate-Aggressive
  • Aggressive
Our analysis shows each portfolio’s diversification across nine different asset classes. Applying this analysis within the context of our Total Quality Management plan of action establishes the framework necessary for doing what we do best, professional portfolio management.
Contact us to learn about the portfolio management services at Vaughn Woods Financial Group.
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    • Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

    Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

    Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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